{% extends "captable/base.html" %} {% load capfmt %} {% block title %}{{ holder.name }}{% endblock %} {% block content %}

{{ holder.name }} {{ holder.get_kind_display }}

Fully diluted shares{{ fd|shares }}{{ fd|ratio:table.fully_diluted|pct }} of company
Payout at {{ exit_value|money }} exit{{ payout.total|default:0|money }}{{ payout.pct|default:0|pct }} of proceeds{% if not accelerate %}, unvested cancelled{% endif %}

Holdings as of {{ as_of }}

{% for r in rows %}{% empty %}{% endfor %}
ClassIssuedOptionsVested options
{{ r.share_class }}{{ r.issued|shares }}{{ r.options|shares }}{{ r.vested_options|shares }}
No holdings on this date.
{% if payout %}

Payout breakdown

{% for cls, amount in payout.by_class.items %}{% endfor %} {% if payout.options %}{% endif %}
{{ cls }}{{ amount|money }}
Options (net of strike){{ payout.options|money }}
{% endif %}

Issuance history

{% for i in issuances %}{% empty %}{% endfor %}
DateClassSharesPriceNote
{{ i.issued_on }}{{ i.share_class }}{{ i.shares|shares }}{{ i.price_per_share|price }}{{ i.note }}
None.
{% if convertibles %}

SAFEs & notes

{% endif %}
{% for g in grants %}

Option grant: {{ g.grant.shares|shares }} @ {{ g.grant.strike|price }}

Granted {{ g.grant.grant_date }} · {{ g.grant.vesting_months }} months, {{ g.grant.cliff_months }}-month cliff, monthly · {{ g.vested|shares }} vested as of {{ as_of }} · {{ g.grant.exercised|shares }} exercised

{% for r in g.table %}{% endfor %}
MonthDateVestsCumulative
{{ r.month }}{{ r.date }}{{ r.vested_now|shares }}{{ r.cumulative|shares }}
{% endfor %} {% endblock %}